Treating Customers Fairly Scorecard Template

Treating Customers Fairly Scorecard Template

This is an example of a typical Treating Customers Fairly (TCF) scorecard for a discretionary management firm. You’ll need to tailor it for your own purposes, replacing our logo with your own.





  • Purpose
  • Ratings



  • Outcome 1 - Consumers can be confident that...
  • Outcome 2 - Products and services marketed and sold...
  • Outcome 3 - Consumers are provided with clear...
  • Outcome 4 - Where consumers receive advice...
  • Outcome 5 - Consumers are provided with products that...
  • Outcome 6 - Consumerd do not face unreasonable...


  • File Licence

    Once purchased, you can use/alter/amend for your own investment firm on a perpetual licence basis. Not maintained.


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